Filed February 7, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $157,865 |
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK Service code 16 · EIN 20-4668732 | Consulting | $60,282 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,296 | $87,173+50.6% | $59,878+119.3% | $75,289+74.4% |
| Participation rate | 96.3% | 74.5%+21.8pp | 74.7%+21.6pp | 72.4%+23.9pp |
| Annual return | -3.13% | -2.14%-1.0pp | 3.46%-6.6pp | -0.04%-3.1pp |
| Employer contribution / active EE | $4,610 | $3,473+32.7% | $2,722+69.4% | $2,405+91.7% |
| Participant deferral / active EE | $5,598 | $3,379+65.7% | $3,402+64.6% | $3,739+49.7% |
| Admin fee / account holder | $93 | $75+24.5% | $3,590-97.4% | $102-9.0% |